Defining Payees that should not be renamed

DrGForce

I see one of the new features in Quicken Mac 5.12 is:

Define Payees that you don’t want renamed. The Payee name will stay as is when it comes from the bank.

How do you do this? I don't see any option in the payee list to tell Quicken not to rename the payee. What am I missing? I suppose I could make a renaming rule that accomplishes this, but the description suggests the feature is independent of doing this.

jacobs

@DrGForce I would just define a renaming rule to rename a Payee to the same name, if that's what you want. I don't think there's a checkbox hidden somewhere to say "don't rename a Payee with this name", but you can make a renaming rule to say:  If Statement Name contains "XYZ" set Payee name to "XYZ". That will prevent a download of "XYZ" from going through the cloud-based renaming engine to get turned into something else. 

John_in_NC

If you want this globally (as in all your transx are downloaded from the bank as is), then you will want to go to Preferences: Connected Services and uncheck the option to "automatically improve the quality of downloaded payee names and categories"

jacobs

@DrGForce I would just define a renaming rule to rename a Payee to the same name, if that's what you want. I don't think there's a checkbox hidden somewhere to say "don't rename a Payee with this name", but you can make a renaming rule to say:  If Statement Name contains "XYZ" set Payee name to "XYZ". That will prevent a download of "XYZ" from going through the cloud-based renaming engine to get turned into something else.